Chad Cowgill CFP®

Chad is a Certified Financial Planner®, an Accredited Asset Management Specialist® and a Licensed Principal.

He finds joy when clients achieve their financial goals and celebrate their lifestyle accomplishments, and so he works to find efficiencies and fine-tune operations and processes so they get the most value in their wealth management needs.

Chad graduated from Taylor University and joined the Richards Merrill team in 2024. He and his wife Melissa have a daughter named Amelie and a dog named Sami. Chad enjoys reading, writing, watching movies, exercising, collecting comic books and trading cards, and actively participating in church activities.